Kevin BarryCRD Number: 6128106
Current Firm: Axa Advisors, LLC
Kevin Barry (CRD# 6128106) is an Investment Advisor Representative working at Axa Advisors, LLC in Waukesha, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Axa Advisors, LLC||New York, NY||Oct 2012 - Current||4|
|Unemployed||Milwaukee, WI||Jun 2012 - Oct 2012||< 1|
|Batteries Plus||West Allis, WI||Feb 2011 - Jun 2012||1|
|University Wisconsin Milwaukee||Milwaukee, WI||Sep 2007 - May 2012||4|
|Wilde Honda||Waukesha, WI||May 2010 - Aug 2010||< 1|
|Levy Resurants||Milwaukee, WI||Oct 2007 - May 2009||1|
|Oregon High School||Oregon, WI||Sep 2003 - Jun 2007||3|
|Dicks Sporting Goods||Madison, WI||Nov 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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